Halpern Financial’s First Trust Cloud Computing ETF SKYY Stock Holding History

Halpern Financial’s Portfolio SKYY Stock Details SKYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7	Closed	-$634	–	344
2022 Q1	$634	Hold	7	–	–	﹤0.01%	214
2021 Q4	$730	Sell	7 -12	-63%	-$1.32K	﹤0.01%	235
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	235
2021 Q2	$2.01K	Sell	19 -242	-93%	-$24.3K	﹤0.01%	218
2021 Q1	$25K	Buy	261 +242	+1,274%	+$24.2K	0.01%	87
2020 Q4	$1.81K	Hold	19	–	–	﹤0.01%	182
2020 Q3	$1.49K	Buy	+19	New	+$1.48K	﹤0.01%	184

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Halpern Financial's SKYY Position: Q2 2022 in Review

Halpern Financial sold out of First Trust Cloud Computing ETF (SKYY) in Q2 2022, closing a stake of 7 shares — an estimated $634 sold.

Halpern Financial first reported a position in SKYY in Q3 2020 and held it in 7 quarters. The position peaked at $25K in Q1 2021. 312 funds tracked by Wall St. Rank hold SKYY as of Q2 2022.

Halpern Financial reported no remaining First Trust Cloud Computing ETF position as of Q2 2022 after selling out during the quarter.
Halpern Financial sold 7 First Trust Cloud Computing ETF shares in Q2 2022, an estimated $634.
Halpern Financial first reported a position in First Trust Cloud Computing ETF in Q3 2020 and held it in 7 quarters.
Halpern Financial's First Trust Cloud Computing ETF position peaked at $25K in Q1 2021.
312 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.